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港股异动丨多重利好叠加，爱芯元智(0600.HK)大涨超9%

中金财经
Yesterday
　　全球领先的AI推理系统芯片(SoC)供应商爱芯元智(0600.HK)大幅拉升涨超9%，现报18.93港元，总市值112亿港元。 　　消息面上，爱芯元智近日宣布，自研车规级ADAS SoC M57芯片搭载安波福新一代智能前视一体机，已在国内头部新能源车企面向欧盟市场的车型上实现规模化量产交付。这套智驾系统由安波福中国团队主导开发，满足E-NCAP 2026五星安全标准，标志着M57正式通过欧洲市场准入门槛。截至目前，M57已获得多家海内外车企及Tier1定点项目，产品形态覆盖智能前视一体机、行泊一体域控制器、舱内感知等多元场景，正在国内及欧洲市场加速落地。 　　公司此前公布的2026年上半年实现营收4.02亿元，同比增长181.8%；毛利率从20.0%提升至29.0%。其中智能汽车解决方案收入同比增长252.1%，边缘AI产品收入同比增长251.9%，两条新业务曲线均在快速起势。此外，公司智驾芯片全球累计出货量已突破160万颗，主力M5系列已大规模量产上车；更高阶的M9系列(含旗舰款M97)也已于9月初正式发布，AI算力最高可达720TOPS。 　　     　　

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